Wealth is more than just numbers— it’s about cultivating the right mindset. While money is a powerful tool, it is often misunderstood and mishandled due to the myths and misconceptions surrounding personal finance. But by having the right money mindset, we can unlock the secrets to aligning our finances with our purpose.
Jesse Wood is a finance expert and 40 Under 40 Awardee. He is passionate about helping others navigate the complexities of personal finance and achieve their financial goals.
Tune in as Daniel and Jesse unpack the surprising connection between faith and finance, the art of adapting to any client, the importance of understanding client needs, the power of relationships, the strategies for overcoming limiting beliefs to achieve financial success, and more.
“We should value people like they're the most valuable person on the planet in front of us.” —Jesse Wood
Episode Highlights:
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Connect with Jesse:
Jesse Wood is a dynamic leader in both financial services and the music industry, dedicated to empowering individuals to achieve long-term success. As a financial professional, he specializes in wealth management, investment strategies, and financial goal-setting, helping clients secure their futures with personalized solutions. His leadership has fostered high-performing teams that share his vision of financial empowerment, integrity, and excellence. In 2024, Jesse’s associate broker team achieved the distinction of being the #1 team in their agency, a testament to his strategic leadership and commitment to outstanding client service.
Beyond finance, Jesse is a recognized force in the music industry. A professional member of the Recording Academy’s Class of 2023, he is passionate about educating and uplifting independent artists, providing them with the tools to navigate the evolving music landscape. His expertise in promotions has earned him a Billboard #1 in the gospel space, demonstrating his ability to drive success in the industry.
Jesse’s unique ability to bridge the worlds of finance and music allows him to advocate for both artists and entrepreneurs, equipping them with the knowledge and resources needed to thrive. Whether guiding clients toward financial independence or empowering creatives to expand their careers, Jesse remains dedicated to making a lasting impact.
Quotes:
05:44 “Faith comes from relationship… Have a good relationship with God and trust Him and DO what He said.” —Jesse Wood
09:19 “You have constraints in your life; you have constraints in your business because you’re trying to compartmentalize everything, and you can’t do that. You have to be authentic to you.” —Daniel Gomez
11:38 “Never assume that the people in the room know what you’re talking about— always give context.” —Jesse Wood
12:28 “There is a way that we can show up and be fully us and still be relevant to people that aren’t like us.” —Jesse Wood
15:23 “Most people will move faster away from pain than they will towards pleasure.” —Jesse Wood
16:35 “The core difference is how much you love the person in front of you more than you love what you’re trying to get out of them.” —Jesse Wood
17:54 “So many people are trying to sell the product and the service, and they’re not selling the result, they’re not selling the solution.” —Daniel Gomez
19:43 “You can teach what you know, but you can only reproduce who you are.” —Jesse Wood
21:16 “We should value people like they’re the most valuable person on the planet in front of us.” —Jesse Wood
23:36 “Money is one of the things that’s most misunderstood. People misunderstand the concept of having money, and then they wonder why their life is broke.” —Daniel Gomez
27:04 “You have a responsibility to do your part to be comfortable with money and pass on that education to your kid.” —Jesse Wood
28:58 “If you have a vision, you’ll be disciplined.” —Jesse Wood
36:19 “I promised myself that I wasn’t going to be the one to get in my own way.” —Jesse Wood
38:34 “There’s nothing wrong with having nice things, as long as nice things don’t have you.” —Daniel Gomez
43:10 “You’re never going to sell a million-dollar house if you don’t believe you’re worthy and deserving of selling a million-dollar house.” —Daniel Gomez